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NFLXOPEN50% POSITION

A 13% grower with 31.5% operating margins at 19x forward earnings, a multiple last available years ago, with the binary Q2 print already behind it.

Netflix Inc. Common Stock · Communication Services
Published July 25, 2026
Partially Closed
50% of this position has been closed. 50% remains active with the current trade levels shown below.
50%
remaining
Exit History
Sep 4Closed 50% at $82.67+14.6%
Realized: +7.3%of original position (50% closed)· 50% still open
Time Horizon
8 weeks
Investment Thesis
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